See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,124 | $150,187+53.2% | $120,354+91.2% | $145,922+57.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.96% | 154.07%-147.1pp | 107.15%-100.2pp | 561.29%-554.3pp |
| Employer contribution / active EE | $19,386 | $4,348+345.9% | $3,463+459.9% | $4,660+316.0% |
| Participant deferral / active EE | $8,481 | $6,173+37.4% | $4,991+69.9% | $6,688+26.8% |
| Admin fee / account holder | $5,665 | $12,207-53.6% | $9,423-39.9% | $13,397-57.7% |